Employer-sponsored course

Professional Tax Preparer Certification

Online, Mentor Supported100 hoursAccess 12 Months

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The Professional Tax Preparer Certification (DL) course teaches you how to become a tax preparation specialist equipped to prepare federal income tax filings for individuals and businesses.

Full overview

It also teaches you the current tax guidelines needed to prepare tax filings, plus it provides an overview of the documents, statements and other necessary filing materials.

Establishing the Tax Foundation covers the process of completing page one of the 1040 Form. This includes a complete discussion of the various forms of taxable and non-taxable income along with the income adjustments required to calculate the adjusted gross income, or AGI.

Becoming the 1040 Expert includes training on the remainder of the 1040 Form and describes the meaning of various lines on page two. The student also learns how to calculate itemized deductions, tax credits, and additional taxes. Upon completion of Modules 1 and 2, the student will be proficient in preparing personal tax returns.

Profitable Business Returns covers tax preparation in the field of business returns. This includes Schedule C for Proprietorships, Form 1065 for Partnerships, Form 1120 for C Corporations, and Form 1120S for S Corporations. It teaches how to differentiate between the forms and how to become an expert in the field of business tax returns.

Building Your Successful Tax Practice will prepare you to start your own contract tax preparation service. You will learn what equipment and software is needed, effective and inexpensive marketing techniques, competitive pricing strategies, and key tactics that will maximize your potential for success.

NOTE: While cellular hotspots may allow access to our courses, users may experience connectivity issues by trying to access our learning management system. This is due to the potential high download and upload latency of cellular connections. Therefore, it is not recommended that students use a cellular hotspot as their primary way of accessing their courses.

NOTE: While we understand that our courses can be viewed on Android and iPhone devices, we do not recommend the use of these devices for our courses. The size of these devices do not provide a good learning environment for students taking online or live online based courses.

Included programs

  • Getting Started
  • Wages, Salaries & Tips
  • Schedule B – Interest/Dividend Income
  • Schedules C-EZ & F – Self-employment and Farm Income
  • Schedule D – Capital Gain and Loss
  • Retirement Income
  • Schedule E – Rental, Royalty, Partnership & S Corp Income
  • Other Types of Income
  • Occupational Adjustments
  • Personal Adjustments

System requirements

Minimum technical expectations for the online learning environment. Your IT team can use this as a checklist.

Internet connectivity

Internet Connectivity Requirements: Cable, Fiber, DSL, or LEO Satellite (i.e. Starlink) internet with speeds of at least 10mb/sec download and 5mb/sec upload are recommended for the best experience. Cable, Fiber, DSL, or LEO Satellite (i.e. Starlink) internet with speeds of at least 10mb/sec download and 5mb/sec upload are recommended for the best experience. Cable, Fiber, DSL, or LEO Satellite (i.e. Starlink) internet with speeds of at least 10mb/sec download and 5mb/sec upload are recommended for the best experience.

While cellular hotspots may allow access to our courses, users may experience connectivity issues by trying to access our learning management system. This is due to the potential high download and upload latency of cellular connections. Therefore, it is not recommended that students use a cellular hotspot as their primary way of accessing their courses.

Hardware

Hardware Requirements: CPU: 1 GHz or higher RAM: 4 GB or higher Resolution: 1280 x 720 or higher. 1920x1080 resolution is recommended for the best experience. Speakers / Headphones Microphone for Webinar or Live Online sessions. CPU: 1 GHz or higher RAM: 4 GB or higher Resolution: 1280 x 720 or higher. 1920x1080 resolution is recommended for the best experience. Speakers / Headphones Microphone for Webinar or Live Online sessions. CPU: 1 GHz or higher RAM: 4 GB or higher Resolution: 1280 x 720 or higher. 1920x1080 resolution is recommended for the best experience. Speakers / Headphones Microphone for Webinar or Live Online sessions.

Operating system

Operating System Requirements: Windows 7 or higher. Mac OSX 10 or higher. Latest Chrome OS Latest Linux Distributions Windows 7 or higher. Mac OSX 10 or higher. Latest Chrome OS Latest Linux Distributions Windows 7 or higher. Mac OSX 10 or higher. Latest Chrome OS Latest Linux Distributions

While we understand that our courses can be viewed on Android and iPhone devices, we do not recommend the use of these devices for our courses. The size of these devices do not provide a good learning environment for students taking online or live online based courses.

Web browser

Web Browser Requirements: Latest Google Chrome is recommended for the best experience. Latest Mozilla FireFox Latest Microsoft Edge Latest Apple Safari Latest Google Chrome is recommended for the best experience. Latest Mozilla FireFox Latest Microsoft Edge Latest Apple Safari Latest Google Chrome is recommended for the best experience. Latest Mozilla FireFox Latest Microsoft Edge Latest Apple Safari

Recommended software

Basic Software Requirements (These are recommendations of software to use): Office suite software (Microsoft Office, OpenOffice, or LibreOffice) PDF reader program (Adobe Reader, FoxIt) Courses may require other software that is described in the above course outline. Office suite software (Microsoft Office, OpenOffice, or LibreOffice) PDF reader program (Adobe Reader, FoxIt) Courses may require other software that is described in the above course outline. Office suite software (Microsoft Office, OpenOffice, or LibreOffice) PDF reader program (Adobe Reader, FoxIt) Courses may require other software that is described in the above course outline. ** The course outlines displayed on this website are subject to change at any time without prior notice. ** ** The course outlines displayed on this website are subject to change at any time without prior notice. **

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Corporate training programs are offered exclusively for employer-sponsored workforce development and are not available for individual enrollment.